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Institutional Investment Manager
USA FINANCIAL FORMULAS
USA FINANCIAL FORMULAS (CIK: 0001633716) incorporated in Michigan, located at 6020 East Fulton Street, Ada, MI. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q2)
Portfolio Summary: 202 holdings with a total value of $325,714,000.
#
Name
Shares
Value ($)
%
Options
Notes
201 UNITEDHEALTH GROUP INC 125,211 15,276,000 4.69%
202 APPLE INC 136,372 17,104,000 5.25%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000905729-15-000254, filed 2015.08.10).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.